Advanced RSU Tax Strategies Most Employees Miss | RSU 301

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Advanced RSU Tax Strategies Most Employees Miss | RSU 301

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Restricted stock units can be more than compensation—they can become a powerful financial-planning tool.

In RSU 301, David Pulcini, CFP®, explores advanced RSU strategies that many employees overlook, including:

• Planning around company blackout periods
• Understanding short-term and long-term capital gains
• Avoiding the trap of holding company stock solely for tax reasons
• Coordinating RSU income with Roth conversions
• Using vested-share proceeds to fund a 401(k), backdoor Roth IRA, 529 plan, or other financial goals
• Deciding when professional guidance may be valuable
This episode builds on RSU 101 and RSU 201 to help you think beyond vesting and create a more intentional strategy for your equity compensation.

Schedule a conversation: https://calendly.com/dpulcini
Visit SixPoint Financial Partners: https://sixpointfp.com
Call: 585-485-0947
Email: dpulcini@sixpointfp.com

Subscribe to our channel for more informative videos:
https://www.youtube.com/@sixpointfinancialpartners4351?sub_confirmation=1

#RSU, #RestrictedStockUnits, #TaxPlanning,

Recorded at ROC Vox Recording and Production, Rochester, NY

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